Customize File Names for Your Email Deliveries in Insights

When scheduling a report delivery by email, you can now choose what the attached file will be called — including details like the date, month, or dashboard name.
This means you can make each file easy to identify and keep previous reports from overwriting one another.
Why this matters
Until now, files sent by email always used the same name as the report itself.
For anyone who scheduled the same report multiple times — for example, with different filters or hotels — this made it tricky to tell the files apart once they landed in your inbox.
Now, you can make each file unique by adding automatic details that update every time the report is sent (for example, the date or the name of the schedule).
How to do it
When creating or editing an email delivery:
Go to the Email 
tab.
In the File Name (without extension)
 box, type the name you want to use.
Add any of the dynamic tags shown below to include automatic details:
Also works for SFTP and Webhook
You can use these same tags in SFTP and Webhook deliveries too, so files shared through any destination can follow the same naming pattern.
Why you’ll love it
Quickly tell apart files from different schedules or filters
Avoid overwriting previous reports
Keep file names consistent across all delivery types
💬 Questions?
If you’d like to learn more or have any questions about this feature, click the “?” icon in the lower left-hand corner of Insights to chat directly with our Advisory team.
📘 You can also read the full guide here:
How to Add Dynamic Text to Your Report Deliveries